CIK: 0002012181
申报总市值
US$3.1亿
仅显示前 200 大持股（共 261 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 6.89% | -0.80% | +3.06% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.24% | +0.22% | +18.89% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.86% | -0.26% | +16.62% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 3.03% | -0.66% | +5.59% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | -0.71% | +5.28% | |
| 6 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 2.43% | — | +9.81% | |
| 7 | FDG | American Century Focused Dyn | ETF-其他 | 2.07% | -0.23% | — | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.97% | -0.30% | +9.99% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.90% | -0.24% | +12.92% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.80% | — | +16.53% | |
| 11 | ACLC | American Century Large Cap E | ETF-大型股与成长 | 1.77% | — | -0.28% | |
| 12 | CGCB | Cap Group Core Bond | ETF-其他 | 1.77% | +0.16% | +142.76% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.69% | — | +20.80% | |
| 14 | MID | American Century Mid Cap Gro | ETF-其他 | 1.55% | — | -2.11% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.52% | -0.14% | +5.54% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.50% | — | — | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.37% | — | +18.38% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | -0.30% | +2.10% | |
| 19 | FLV | American Century Focused Lar | ETF-其他 | 1.25% | — | -2.58% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.24% | — | +3.77% | |
| 21 | QINT | American Century Qlty Diver | ETF-其他 | 1.21% | — | +0.33% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.16% | — | -4.02% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.16% | — | +13.43% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | +0.11% | -4.26% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 1.06% | — | -4.05% | |
| 26 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.99% | — | +13.11% | |
| 27 | NEM | Newmont CORP | 股票-原材料 | 0.83% | — | +22.29% | |
| 28 | AVDE | Avantis International Equity | ETF-其他 | 0.83% | — | — | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.78% | — | +18.84% | |
| 30 | MPWR | Monolithic Power Systems INC | 股票-科技 | 0.78% | — | -2.82% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.76% | — | -1.99% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.75% | — | +1.75% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | — | +8.59% | |
| 34 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 0.69% | — | +50.36% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | — | +2.85% | |
| 36 | PWR | Quanta Services INC | 股票-工业 | 0.64% | -0.22% | +267.65% | |
| 37 | CCL1EUR | Carnival CORP LTD | 股票-周期性消费 | 0.63% | -0.21% | +2.68% | |
| 38 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | — | +2.66% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | -0.15% | -12.74% | |
| 40 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 0.55% | — | +6.70% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.55% | — | +3.92% | |
| 42 | CRS | Carpenter Technology | 股票-工业 | 0.53% | -0.36% | -8.81% | |
| 43 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.50% | — | -19.17% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | -4.88% | |
| 45 | LRCX | Lam Research CORP | 股票-科技 | 0.47% | +0.15% | +0.52% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.44% | — | +6.51% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | — | +7.51% | |
| 48 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.42% | — | +13.05% | |
| 49 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 0.42% | -0.42% | EXIT | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.41% | — | — |